Citicorp Investment Bank
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Citicorp Investment Bank Employees
Employee
Years
Job
Industry
Jeff L'Hote Jeff L'Hote's Citicorp Investment Bank Experience 1986 - 1988
Job Founder & Managing Director, LFC International, LLC
Industry Management Consulting
Experience
LFC International, LLC 2006 - Present
Korn/Ferry International / The Westgate Group / LAI Worldwide 1996 - 2001
Office of The Hudson County Prosecutor 1992 - 1996
Citicorp Investment Bank 1986 - 1988
Skills
Sports Marketing, Project Management, Public Relations, Management, Event Management, Football, Sports Management, Market Analysis, Sponsorship, Sports, Media Relations, Soccer, Sponsorship Sales, Start-ups, Marketing Strategy, Social Media, Club, Marketing Communications
Education
University of Liverpool 2004 — 2005
MBA, Football Industries (FiMBA)
The Catholic University of America, Columbus School of Law 1988 — 1991
Juris Doctor
St. Peter's College 1982 — 1986
BA, Economics
LFC International, LLC 2006 - Present
Korn/Ferry International / The Westgate Group / LAI Worldwide 1996 - 2001
Office of The Hudson County Prosecutor 1992 - 1996
Citicorp Investment Bank 1986 - 1988
Skills
Sports Marketing, Project Management, Public Relations, Management, Event Management, Football, Sports Management, Market Analysis, Sponsorship, Sports, Media Relations, Soccer, Sponsorship Sales, Start-ups, Marketing Strategy, Social Media, Club, Marketing Communications
Education
University of Liverpool 2004 — 2005
MBA, Football Industries (FiMBA)
The Catholic University of America, Columbus School of Law 1988 — 1991
Juris Doctor
St. Peter's College 1982 — 1986
BA, Economics
Marisa DeAngelis Marisa DeAngelis's Citicorp Investment Bank Experience February 1987 - July 1991
Job Associate Grant Manager at Hunt Guillot & Associates (3,000 Connections)
Industry Program Development
Experience
Hunt Guillot & Associates (HGA) August 2014 - Present
ProSource Technologies September 2013 - August 2014
BOSS Facility Services, Inc. February 2013 - September 2013
Herguth Laboratories, Inc. November 2010 - August 2012
Lisle Area Chamber of Commerce June 2008 - August 2009
Marisa's Specialty Cakes and Confections August 1991 - October 2005
Citicorp Investment Bank February 1987 - July 1991
Drexel Burnham Lambert, Financial Trading Systems January 1986 - February 1987
Olympus Corporation January 1984 - January 1986
Skills
Public Speaking, Training, Strategic Planning, Leadership, Project Management, Team Building, Marketing, Vendor Relationships, Analysis, Non-profits, Business Strategy, Teaching, Social Media, Team Leadership, Negotiation, Microsoft Office, Vendor Management, Supplier Sourcing, Vendor Management Skills, Sourcing Services, Facilities Management, Customer Satisfaction, Account Management, Operations Management, Project Planning, Contract Negotiation, Strategy, Budgets, Inventory Management, Purchasing, Management, Process Scheduler, Sales, Time Management, Business Development, Customer Service, Nonprofits, Integration, New Business Development, Contract Management, Program Management, Sales Management, P&L Management, Procurement, Pricing, Supervisory Skills, Business Planning, Forecasting, Process Improvement
Education
Dartmouth College 1979 — 1983
B.A., Chinese & Asian Studies
Adelphi University 1985 — 1989
M.B.A., International Business & Finance
NY Institute of Finance 1988 — 1990
Finance, Corporate Finance
Università per Stranieri di Siena 1983 — 1983
Italian Language, Italian Language and Art
Shanghai Normal University 1982 — 1982
Chinese, Chinese Language
Babylon High School 1975 — 1979
Hunt Guillot & Associates (HGA) August 2014 - Present
ProSource Technologies September 2013 - August 2014
BOSS Facility Services, Inc. February 2013 - September 2013
Herguth Laboratories, Inc. November 2010 - August 2012
Lisle Area Chamber of Commerce June 2008 - August 2009
Marisa's Specialty Cakes and Confections August 1991 - October 2005
Citicorp Investment Bank February 1987 - July 1991
Drexel Burnham Lambert, Financial Trading Systems January 1986 - February 1987
Olympus Corporation January 1984 - January 1986
Skills
Public Speaking, Training, Strategic Planning, Leadership, Project Management, Team Building, Marketing, Vendor Relationships, Analysis, Non-profits, Business Strategy, Teaching, Social Media, Team Leadership, Negotiation, Microsoft Office, Vendor Management, Supplier Sourcing, Vendor Management Skills, Sourcing Services, Facilities Management, Customer Satisfaction, Account Management, Operations Management, Project Planning, Contract Negotiation, Strategy, Budgets, Inventory Management, Purchasing, Management, Process Scheduler, Sales, Time Management, Business Development, Customer Service, Nonprofits, Integration, New Business Development, Contract Management, Program Management, Sales Management, P&L Management, Procurement, Pricing, Supervisory Skills, Business Planning, Forecasting, Process Improvement
Education
Dartmouth College 1979 — 1983
B.A., Chinese & Asian Studies
Adelphi University 1985 — 1989
M.B.A., International Business & Finance
NY Institute of Finance 1988 — 1990
Finance, Corporate Finance
Università per Stranieri di Siena 1983 — 1983
Italian Language, Italian Language and Art
Shanghai Normal University 1982 — 1982
Chinese, Chinese Language
Babylon High School 1975 — 1979
Madeline Towle Madeline Towle's Citicorp Investment Bank Experience June 1986 - August 1988
Job Private Tutoring Services: Elementary, Middle Special Education issues
Industry Education Management
Experience
Private Tutor April 2010 - Present
Fairfax County Public Schools August 2008 - Present
Special Education Tutoring and Consultancy January 2007 - Present
Fairfax County Public Schools December 2005 - June 2008
Fairfax County Public Schools March 1993 - December 2005
Citicorp Investment Bank June 1986 - August 1988
Merrill Lynch Capital Markets February 1984 - May 1986
United States Information Agency April 1981 - June 1983
Skills
Curriculum Development, Tutoring, Program Management, Public Speaking, Classroom Management, Educational Leadership, K-12, Teachers, Lesson Planning, Special Education, Curriculum Design, Educational Technology, Teacher Training, Differentiated..., Teaching, Behavior Management, Learning Disabilities, Program Development, Training
Education
George Mason University 2004 — 2005
Master of Education (MEd), Special Education, Administrative Endorsement
George Mason University 1991 — 1993
MEd, Educational Leadership, Special Education
Virginia Commonwealth University 1978 — 1981
BGS, Soviet Economics
Private Tutor April 2010 - Present
Fairfax County Public Schools August 2008 - Present
Special Education Tutoring and Consultancy January 2007 - Present
Fairfax County Public Schools December 2005 - June 2008
Fairfax County Public Schools March 1993 - December 2005
Citicorp Investment Bank June 1986 - August 1988
Merrill Lynch Capital Markets February 1984 - May 1986
United States Information Agency April 1981 - June 1983
Skills
Curriculum Development, Tutoring, Program Management, Public Speaking, Classroom Management, Educational Leadership, K-12, Teachers, Lesson Planning, Special Education, Curriculum Design, Educational Technology, Teacher Training, Differentiated..., Teaching, Behavior Management, Learning Disabilities, Program Development, Training
Education
George Mason University 2004 — 2005
Master of Education (MEd), Special Education, Administrative Endorsement
George Mason University 1991 — 1993
MEd, Educational Leadership, Special Education
Virginia Commonwealth University 1978 — 1981
BGS, Soviet Economics
Ritter Gaylord Ritter Gaylord's Citicorp Investment Bank Experience April 1986 - May 1988
Job CFO Consulting and Private Equity
Industry Financial Services
Experience
CFO Consulting and Private Equity December 2012 - Present
Market Force Information October 2008 - December 2012
Freelance Finance January 2002 - June 2008
YesTrader, Inc. January 2000 - December 2001
Energy Answers Corporation August 1997 - January 1999
Aquatic Development Group, Inc. June 1991 - August 1997
Daiwa Securities February 1990 - June 1991
Hill Samuel, Inc. February 1988 - January 1990
Citicorp Investment Bank April 1986 - May 1988
Stern Stewart & Co. March 1983 - April 1986
Skills
Mergers, Due Diligence, Forecasting, Start-ups, Strategy, Business Planning, Valuation, Strategic Planning, Budgets, Finance, Strategic Financial..., Executive Management, Investment Banking, Investor Relations, Incentive Compensation, Financial Analysis, Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Investment Advisory, Acquisitions, Contract Negotiation, Fundraising, Start-up Consulting, Revenue Forecasting, Pricing Strategy, Mergers & Acquisitions, Incentive Programs, Analysis, Pricing, Entrepreneurship
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Accounting, Economics
Colgate University 1973 — 1977
BA, Philosophy & Religion
CFO Consulting and Private Equity December 2012 - Present
Market Force Information October 2008 - December 2012
Freelance Finance January 2002 - June 2008
YesTrader, Inc. January 2000 - December 2001
Energy Answers Corporation August 1997 - January 1999
Aquatic Development Group, Inc. June 1991 - August 1997
Daiwa Securities February 1990 - June 1991
Hill Samuel, Inc. February 1988 - January 1990
Citicorp Investment Bank April 1986 - May 1988
Stern Stewart & Co. March 1983 - April 1986
Skills
Mergers, Due Diligence, Forecasting, Start-ups, Strategy, Business Planning, Valuation, Strategic Planning, Budgets, Finance, Strategic Financial..., Executive Management, Investment Banking, Investor Relations, Incentive Compensation, Financial Analysis, Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Investment Advisory, Acquisitions, Contract Negotiation, Fundraising, Start-up Consulting, Revenue Forecasting, Pricing Strategy, Mergers & Acquisitions, Incentive Programs, Analysis, Pricing, Entrepreneurship
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Accounting, Economics
Colgate University 1973 — 1977
BA, Philosophy & Religion
Veronique Bishop Veronique Bishop's Citicorp Investment Bank Experience August 1988 - December 1990
Job Senior Financial Specialist at World Bank
Industry Financial Services
Experience
World Bank 2011 - Present
World Bank 2010 - 2011
Green Capital Advisors Ltd. (now International Financial Consultants Ltd.) July 2008 - October 2010
World Bank September 2000 - June 2008
World Bank 1992 - 2008
PriceWaterhouseCoopers 1990 - 1992
Citicorp Investment Bank August 1988 - December 1990
Skills
Finance, Project Finance, International..., Renewable Energy, Carbon Finance, Economics, Sustainable Development, Corporate Finance, Carbon Markets, Emerging Markets, Financial Structuring, Capacity Building, International Relations, Due Diligence, Climate, Investments, Policy Analysis, Financial Modeling, Energy, Climate Change, Carbon, Energy Policy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance, Public Policy
The Johns Hopkins University 1980 — 1984
BA, International Relations
OHHS
World Bank 2011 - Present
World Bank 2010 - 2011
Green Capital Advisors Ltd. (now International Financial Consultants Ltd.) July 2008 - October 2010
World Bank September 2000 - June 2008
World Bank 1992 - 2008
PriceWaterhouseCoopers 1990 - 1992
Citicorp Investment Bank August 1988 - December 1990
Skills
Finance, Project Finance, International..., Renewable Energy, Carbon Finance, Economics, Sustainable Development, Corporate Finance, Carbon Markets, Emerging Markets, Financial Structuring, Capacity Building, International Relations, Due Diligence, Climate, Investments, Policy Analysis, Financial Modeling, Energy, Climate Change, Carbon, Energy Policy
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance, Public Policy
The Johns Hopkins University 1980 — 1984
BA, International Relations
OHHS
Davia Temin Davia Temin's Citicorp Investment Bank Experience 1983 - 1986
Job CEO of Temin & CoCrisis & reputation management; marketing & media strategy; leadership coaching; public speaker
Industry Marketing and Advertising
Experience
Temin and Company Incorporated 1997 - Present
Forbes.com July 2010 - Present
Girl Scouts of the USA 2008 - November 2014
GE Capital 1995 - 1997
Schroders Investment Bank 1990 - 1995
Scudder, Stevens and Clark 1986 - 1990
Citicorp Investment Bank 1983 - 1986
Columbia Business School 1976 - 1983
The Women's Counseling Project 1975 - 1980
Commonwealth of Massachusetts 1975 - 1975
Education
Columbia University in the City of New York 1974 — 1976
Business and Psychology
Swarthmore College 1970 — 1974
BA, Honors Program
Grenoble Ecole de Management 1973 — 1973
Management, Art History, French
Université Stendhal (Grenoble III) 1973 — 1973
Art History and French
Pomona College 1972 — 1972
Art History and Psychology
Temin and Company Incorporated 1997 - Present
Forbes.com July 2010 - Present
Girl Scouts of the USA 2008 - November 2014
GE Capital 1995 - 1997
Schroders Investment Bank 1990 - 1995
Scudder, Stevens and Clark 1986 - 1990
Citicorp Investment Bank 1983 - 1986
Columbia Business School 1976 - 1983
The Women's Counseling Project 1975 - 1980
Commonwealth of Massachusetts 1975 - 1975
Education
Columbia University in the City of New York 1974 — 1976
Business and Psychology
Swarthmore College 1970 — 1974
BA, Honors Program
Grenoble Ecole de Management 1973 — 1973
Management, Art History, French
Université Stendhal (Grenoble III) 1973 — 1973
Art History and French
Pomona College 1972 — 1972
Art History and Psychology
Julian Gammon III, LL.M. Julian Gammon III, LL.M.'s Citicorp Investment Bank Experience 1985 - 1988
Job Senior Consultant at Tata Consultancy Services
Industry Capital Markets
Experience
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Tata Consultancy Services December 2013 - Present
ExperisNL February 2012 - Present
UBS February 2006 - October 2011
Accume Partners 2005 - 2006
Banc of America Securities October 2000 - February 2005
CIBC August 1995 - October 2000
Barclay Investments, Inc. 1992 - 1994
Manufacturers Hanover Trust March 1989 - May 1991
Chase Securities 1988 - 1989
Citicorp Investment Bank 1985 - 1988
Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance
Education
New York Law School 2003 — 2005
LL.M., Taxation
New York Law School 1981 — 1983
JD, Law
Duquesne University School of Law 1979 — 1981
Transferred, Law
The George Washington University 1975 — 1977
MA, Economics
The George Washington University 1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science
The George Washington University 1969 — 1973
BA, Economics
Shady Side Academy 1964 — 1967
Cindy Reis Cindy Reis's Citicorp Investment Bank Experience 1985 - 1988
Job Communications Specialist at Township of Springfield
Industry Marketing and Advertising
Experience
Township of Springfield October 2014 - Present
Borough of New Providence 2004 - Present
New Providence Business & Professional Association 2007 - Present
Government Strategy Group 2009 - 2011
MasterCard International 1987 - 1996
Citicorp Investment Bank 1985 - 1988
Swiss Bank Corporation 1983 - 1985
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Business Development, Editing, Marketing Strategy, Strategic Communications, Media Relations, Integrated Marketing, Corporate Communications, Social Media, Social Media Marketing, Project Management, Email Marketing, Digital Marketing, Brand Development, Strategic Partnerships, Direct Marketing, Strategy, Corporate Branding, Online Advertising, Online Marketing, Content Management, Mobile Marketing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Marketing/International Business
Lehigh University
BS, Industrial Engineering
Township of Springfield October 2014 - Present
Borough of New Providence 2004 - Present
New Providence Business & Professional Association 2007 - Present
Government Strategy Group 2009 - 2011
MasterCard International 1987 - 1996
Citicorp Investment Bank 1985 - 1988
Swiss Bank Corporation 1983 - 1985
Skills
Marketing Communications, Marketing, Public Relations, Advertising, Business Development, Editing, Marketing Strategy, Strategic Communications, Media Relations, Integrated Marketing, Corporate Communications, Social Media, Social Media Marketing, Project Management, Email Marketing, Digital Marketing, Brand Development, Strategic Partnerships, Direct Marketing, Strategy, Corporate Branding, Online Advertising, Online Marketing, Content Management, Mobile Marketing
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Marketing/International Business
Lehigh University
BS, Industrial Engineering
Judith Swedek, MBA Judith Swedek, MBA's Citicorp Investment Bank Experience 1982 - 1988
Job Senior Leader, Talent Management & Development
Industry Human Resources
Experience
Gate Gourmet January 2011 - Present
BroadReach Healthcare 2007 - 2010
Freddie Mac 2006 - 2007
DBM 1999 - 2006
Transitions Consulting, LLC 1996 - 2006
Deutsche Bank 1995 - 1996
Merrill Lynch 1988 - 1995
Citicorp Investment Bank 1982 - 1988
Skills
Talent Management, Performance Management, Leadership Development, Coaching, Change Management, Organizational..., Recruiting, Leadership, Training, Executive Coaching, Talent Acquisition, Program Management, Organizational..., Management Consulting, Employee Relations, Strategic Planning, Budgets, Instructional Design, Management, Project Management, Staff Development, Business Planning
Education
Illinois Institute of Technology
BS
Kellogg School of Management
MBA
Gate Gourmet January 2011 - Present
BroadReach Healthcare 2007 - 2010
Freddie Mac 2006 - 2007
DBM 1999 - 2006
Transitions Consulting, LLC 1996 - 2006
Deutsche Bank 1995 - 1996
Merrill Lynch 1988 - 1995
Citicorp Investment Bank 1982 - 1988
Skills
Talent Management, Performance Management, Leadership Development, Coaching, Change Management, Organizational..., Recruiting, Leadership, Training, Executive Coaching, Talent Acquisition, Program Management, Organizational..., Management Consulting, Employee Relations, Strategic Planning, Budgets, Instructional Design, Management, Project Management, Staff Development, Business Planning
Education
Illinois Institute of Technology
BS
Kellogg School of Management
MBA
Kathy Bostjancic Kathy Bostjancic's Citicorp Investment Bank Experience January 1990 - January 1995
Job Director, U.S. Macro Investors Services at Oxford Economics
Industry Research
Experience
Oxford Economics April 2014 - Present
The Conference Board September 2008 - April 2014
Merrill Lynch January 1999 - January 2008
Union Bank of Switzerland Securities LLC January 1995 - January 1998
Citicorp Investment Bank January 1990 - January 1995
Citicorp Investment Bank January 1989 - January 1990
Skills
Time series data..., Bloomberg, Time Series Analysis, Eviews, Economics, Financial Markets, Fixed Income, Banking, Macroeconomics, Equities, Econometrics, Investments, Economic Research, Finance, Hedge Funds, Analysis
Education
New York University
MA, Economics
Rutgers University-Rutgers College
BA, Economics
Ocean Township H.S.
Ocean Township H.S.
Oxford Economics April 2014 - Present
The Conference Board September 2008 - April 2014
Merrill Lynch January 1999 - January 2008
Union Bank of Switzerland Securities LLC January 1995 - January 1998
Citicorp Investment Bank January 1990 - January 1995
Citicorp Investment Bank January 1989 - January 1990
Skills
Time series data..., Bloomberg, Time Series Analysis, Eviews, Economics, Financial Markets, Fixed Income, Banking, Macroeconomics, Equities, Econometrics, Investments, Economic Research, Finance, Hedge Funds, Analysis
Education
New York University
MA, Economics
Rutgers University-Rutgers College
BA, Economics
Ocean Township H.S.
Ocean Township H.S.
Ellen Ford Ellen Ford's Citicorp Investment Bank Experience 1987 - 1987
Job Math Teacher at Northshore Education Consortium
Industry Education Management
Experience
Bunker Hill Community College 2010 - Present
Down Home Swing 2010 - Present
Northshore Education Consortium 2009 - Present
School District of Hillsborough County 2008 - 2009
IBM 1998 - 2008
Digital Equipment Corporation 1996 - 1998
rockport trade systems 1997 - 1997
Hagler Bailly Consulting Inc 1992 - 1996
Nielsen 1988 - 1992
citicorp investment bank 1987 - 1987
Skills
Microsoft Excel, Teaching, Strategic Planning, Vendor Management, Data Analysis, Microsoft Word, Staff Development, Change Management, Training, Public Speaking, Business Intelligence, Social Media, Nonprofits, Management Consulting, Higher Education, System Administration, Research, Program Management, Team Building, SAS, Event Planning, Team Leadership, Management, Software Development, HTML, Business Strategy, Programming, Instructional Design, Analytics, Microsoft Office, Process Improvement, SQL, Project Planning, Leadership, Technical Writing, Project Management, Databases, Strategy, Editing, Business Analysis, Budgets, Algorithms, PowerPoint, Analysis, Access, Business Process..., Leadership Development, Software Documentation, Troubleshooting, Organizational...
Education
Southern New Hampshire University 2015 — 2016
Bachelor's Degree, Mathematics
University of South Florida 2006 — 2009
MAT, Math Education
Florida State University 1976 — 1979
BS, Economics
Bunker Hill Community College 2010 - Present
Down Home Swing 2010 - Present
Northshore Education Consortium 2009 - Present
School District of Hillsborough County 2008 - 2009
IBM 1998 - 2008
Digital Equipment Corporation 1996 - 1998
rockport trade systems 1997 - 1997
Hagler Bailly Consulting Inc 1992 - 1996
Nielsen 1988 - 1992
citicorp investment bank 1987 - 1987
Skills
Microsoft Excel, Teaching, Strategic Planning, Vendor Management, Data Analysis, Microsoft Word, Staff Development, Change Management, Training, Public Speaking, Business Intelligence, Social Media, Nonprofits, Management Consulting, Higher Education, System Administration, Research, Program Management, Team Building, SAS, Event Planning, Team Leadership, Management, Software Development, HTML, Business Strategy, Programming, Instructional Design, Analytics, Microsoft Office, Process Improvement, SQL, Project Planning, Leadership, Technical Writing, Project Management, Databases, Strategy, Editing, Business Analysis, Budgets, Algorithms, PowerPoint, Analysis, Access, Business Process..., Leadership Development, Software Documentation, Troubleshooting, Organizational...
Education
Southern New Hampshire University 2015 — 2016
Bachelor's Degree, Mathematics
University of South Florida 2006 — 2009
MAT, Math Education
Florida State University 1976 — 1979
BS, Economics
Jonathan Staebler Jonathan Staebler's Citicorp Investment Bank Experience August 1984 - January 1988
Job Principal at Jonathan Staebler International Business Law
Industry Legal Services
Experience
Jonathan Staebler International Business Law 1999 - Present
The Knox School August 2007 - August 2010
Wilkinson & Staebler 1997 - 1999
Nexsen Pruet Jacobs & Pollard April 1990 - September 1996
Hoyle, Morris & Kerr June 1988 - November 1989
Citicorp Investment Bank August 1984 - January 1988
Public Finance Law Firms February 1979 - August 1984
Shearman & Sterling July 1974 - February 1979
Skills
Real Estate Development, Investments, Corporate Law, Contract Negotiation, Litigation, Licensing, Negotiation, Mergers & Acquisitions, Corporate Governance, Mediation, Commercial Litigation, Trademarks, Arbitration, Real Estate, Restructuring, Securities, Corporate Finance, Civil Litigation, Public Speaking, Strategic Planning, Due Diligence
Education
Columbia Law School 1971 — 1974
JD, Law
Princeton University 1964 — 1968
AB, cum laude, European History
Groton School
Jonathan Staebler International Business Law 1999 - Present
The Knox School August 2007 - August 2010
Wilkinson & Staebler 1997 - 1999
Nexsen Pruet Jacobs & Pollard April 1990 - September 1996
Hoyle, Morris & Kerr June 1988 - November 1989
Citicorp Investment Bank August 1984 - January 1988
Public Finance Law Firms February 1979 - August 1984
Shearman & Sterling July 1974 - February 1979
Skills
Real Estate Development, Investments, Corporate Law, Contract Negotiation, Litigation, Licensing, Negotiation, Mergers & Acquisitions, Corporate Governance, Mediation, Commercial Litigation, Trademarks, Arbitration, Real Estate, Restructuring, Securities, Corporate Finance, Civil Litigation, Public Speaking, Strategic Planning, Due Diligence
Education
Columbia Law School 1971 — 1974
JD, Law
Princeton University 1964 — 1968
AB, cum laude, European History
Groton School
Gus Escher Gus Escher's Citicorp Investment Bank Experience December 1984 - January 1990
Job Managing Director at Cross Point Capital LLC
Industry Capital Markets
Experience
Cross Point Capital LLC April 2014 - Present
First Enterprise Consulting LLC April 2012 - April 2014
BB&T Captial Markets April 2008 - April 2012
PNC Bank NA July 2002 - July 2007
PNC Capital Markets Inc. July 1998 - July 2002
First Enterprise Corp (Consulting) October 1995 - July 1998
Artemis/RBC Capital Markets Inc. July 1991 - October 1995
Citicorp Investment Bank December 1984 - January 1990
Skills
Project Finance, Team Leadership, Structured Finance, Hands-On Consulting, Debt, Equities, Funding, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Financial Analysis, Private Equity, Wind, Financial Structuring, Waste to Energy, Asset Management, Alternative Energy, Venture Capital, Real Estate Economics, Renewable Energy, Alternative Investments, Finance, Bonds, Financial Services, Joint Ventures, Loans, Hedge Funds, Series 7, Fixed Income, Capital, Securities
Education
Princeton University 1968 — 1971
MAUP, Urban Planning
Princeton University 1963 — 1967
BA, Architecture
Cross Point Capital LLC April 2014 - Present
First Enterprise Consulting LLC April 2012 - April 2014
BB&T Captial Markets April 2008 - April 2012
PNC Bank NA July 2002 - July 2007
PNC Capital Markets Inc. July 1998 - July 2002
First Enterprise Corp (Consulting) October 1995 - July 1998
Artemis/RBC Capital Markets Inc. July 1991 - October 1995
Citicorp Investment Bank December 1984 - January 1990
Skills
Project Finance, Team Leadership, Structured Finance, Hands-On Consulting, Debt, Equities, Funding, Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Corporate Finance, Financial Analysis, Private Equity, Wind, Financial Structuring, Waste to Energy, Asset Management, Alternative Energy, Venture Capital, Real Estate Economics, Renewable Energy, Alternative Investments, Finance, Bonds, Financial Services, Joint Ventures, Loans, Hedge Funds, Series 7, Fixed Income, Capital, Securities
Education
Princeton University 1968 — 1971
MAUP, Urban Planning
Princeton University 1963 — 1967
BA, Architecture
Michele Grau-Young Michele Grau-Young's Citicorp Investment Bank Experience November 1986 - February 1988
Job Chief Financial Officer, Financial Strategies and Business Development Executive
Industry Information Technology and Services
Experience
Prospect Education, LLC January 2012 - January 2013
PayPal Inc. April 2010 - November 2011
JP Morgan Chase July 2002 - August 2009
Ipsos (NPD Group) November 1999 - July 2002
Household International 1988 - 1998
Citicorp Investment Bank November 1986 - February 1988
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Mergers, Risk Management, Corporate Finance, Analysis, Finance, Business Strategy, Business Development, Mergers & Acquisitions, Portfolio Management, Strategy, Leadership, Management, Forecasting, Management Consulting, Contract Negotiation, Financial Planning, Corporate Development, Banking, Executive Management, Auditing, Analytics
Education
Middlebury Institute of International Studies at Monterey
MBA, International Finance & Accounting
University of California, Los Angeles
BA, German & Spanish
Prospect Education, LLC January 2012 - January 2013
PayPal Inc. April 2010 - November 2011
JP Morgan Chase July 2002 - August 2009
Ipsos (NPD Group) November 1999 - July 2002
Household International 1988 - 1998
Citicorp Investment Bank November 1986 - February 1988
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Mergers, Risk Management, Corporate Finance, Analysis, Finance, Business Strategy, Business Development, Mergers & Acquisitions, Portfolio Management, Strategy, Leadership, Management, Forecasting, Management Consulting, Contract Negotiation, Financial Planning, Corporate Development, Banking, Executive Management, Auditing, Analytics
Education
Middlebury Institute of International Studies at Monterey
MBA, International Finance & Accounting
University of California, Los Angeles
BA, German & Spanish
Shannon Chan Shannon Chan's Citicorp Investment Bank Experience October 2012 - December 2012
Job Data Scientist at Nitrous.IO
Industry Information Technology and Services
Experience
Nitrous.IO January 2015 - Present
Drive.SG August 2014 - October 2014
Citi Private Bank May 2014 - August 2014
EY May 2013 - August 2013
Citicorp Investment Bank October 2012 - December 2012
Goh Hwee Cheng Pte Ltd (C.P.A) May 2012 - August 2012
Skills
Data Analysis, Python, Web Scraping, Process Automation, Microsoft Excel, Visual Basic, Marketing Analytics, Financial Modeling, NumPy, R, Django, Financial Analysis, Financial Accounting, Analysis, Finance, Entrepreneurship, Financial Reporting, Accounting, Auditing, External Audit, Internal Audit, Microsoft Office, PowerPoint
Education
National University of Singapore 2011 — 2014
Bachelor's Degree, Accountancy, Finance
Warsaw School of Economics 2013 — 2014
Bachelor's Degree, Accounting and Finance
Victoria Junior College 2007 — 2009
Victoria Integrated Programme 2005 — 2006
Dunman High School 2003 — 2004
Stanford University 2015 — 2015
Bachelor's Degree, Technopreneurship
Nitrous.IO January 2015 - Present
Drive.SG August 2014 - October 2014
Citi Private Bank May 2014 - August 2014
EY May 2013 - August 2013
Citicorp Investment Bank October 2012 - December 2012
Goh Hwee Cheng Pte Ltd (C.P.A) May 2012 - August 2012
Skills
Data Analysis, Python, Web Scraping, Process Automation, Microsoft Excel, Visual Basic, Marketing Analytics, Financial Modeling, NumPy, R, Django, Financial Analysis, Financial Accounting, Analysis, Finance, Entrepreneurship, Financial Reporting, Accounting, Auditing, External Audit, Internal Audit, Microsoft Office, PowerPoint
Education
National University of Singapore 2011 — 2014
Bachelor's Degree, Accountancy, Finance
Warsaw School of Economics 2013 — 2014
Bachelor's Degree, Accounting and Finance
Victoria Junior College 2007 — 2009
Victoria Integrated Programme 2005 — 2006
Dunman High School 2003 — 2004
Stanford University 2015 — 2015
Bachelor's Degree, Technopreneurship
Saqib Salman Saqib Salman's Citicorp Investment Bank Experience March 1995 - May 1995
Job Vice President, Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Landsafe Closing Services / Stewart Title June 2010 - July 2015
DAS Acquisition / USA Mortgage February 2010 - June 2010
American Equity Mortgage October 2001 - February 2010
Accountemps August 2001 - October 2001
MCB Bank Limited December 1998 - April 2001
American Express Bank June 1997 - August 1997
Reckitt & Colman March 1996 - May 1996
CitiCorp Investment Bank March 1995 - May 1995
American Express - Travel Related Services May 1993 - August 1993
Education
Lahore University of Management Sciences 1996 — 1998
MBA, Finance
Karachi University 1993 — 1995
BCom, Finance, Economics
Institute of Cost and Management Accountants (ICMA), Pakistan 1991 — 1994
Cost Accounting
The City School Karachi 1989 — 1991
A-Levels, Economics, Accounting
The City School Karachi 1987 — 1989
O-Levels, Economics, Accounting, Commerce
Bank of America July 2015 - Present
Landsafe Closing Services / Stewart Title June 2010 - July 2015
DAS Acquisition / USA Mortgage February 2010 - June 2010
American Equity Mortgage October 2001 - February 2010
Accountemps August 2001 - October 2001
MCB Bank Limited December 1998 - April 2001
American Express Bank June 1997 - August 1997
Reckitt & Colman March 1996 - May 1996
CitiCorp Investment Bank March 1995 - May 1995
American Express - Travel Related Services May 1993 - August 1993
Education
Lahore University of Management Sciences 1996 — 1998
MBA, Finance
Karachi University 1993 — 1995
BCom, Finance, Economics
Institute of Cost and Management Accountants (ICMA), Pakistan 1991 — 1994
Cost Accounting
The City School Karachi 1989 — 1991
A-Levels, Economics, Accounting
The City School Karachi 1987 — 1989
O-Levels, Economics, Accounting, Commerce
Brian Sapadin Brian Sapadin's Citicorp Investment Bank Experience 1986 - 1992
Job Executive Director at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services, Inc. January 2011 - Present
ICR (Integrated Corporate Relations) 2009 - 2010
MWW Group - Financial Relations Board (FRB) 2008 - 2009
Breakstone Group 2007 - 2008
CCG Investor Relations 2003 - 2007
Shareholder.com/NASDAQ 2002 - 2003
Crossroads 1992 - 2000
Citicorp Investment Bank 1986 - 1992
Skills
Bloomberg, Investor Relations, Equities, Capital Markets, Hedge Funds, Investments
Education
The George Washington University 1982 — 1986
BBA, Finance
Globe Tax Services, Inc. January 2011 - Present
ICR (Integrated Corporate Relations) 2009 - 2010
MWW Group - Financial Relations Board (FRB) 2008 - 2009
Breakstone Group 2007 - 2008
CCG Investor Relations 2003 - 2007
Shareholder.com/NASDAQ 2002 - 2003
Crossroads 1992 - 2000
Citicorp Investment Bank 1986 - 1992
Skills
Bloomberg, Investor Relations, Equities, Capital Markets, Hedge Funds, Investments
Education
The George Washington University 1982 — 1986
BBA, Finance
Linda Weise's Citicorp Investment Bank Experience September 1988 - May 1990
Job Executive Director at the Colorado Springs Conservatory
Industry Music
Experience
Colorado Springs Conservatory January 1994 - Present
Citicorp Investment Bank September 1988 - May 1990
Skills
Music, Opera, Youth Leadership, Educational Leadership, Music Education, Fundraising, Community Outreach, Business Networking, Live Events, Program Management, Musical Theatre, Nonprofits, Performing Arts, Event Management, Orchestral Music, Event Planning, Piano, Singing, Public Speaking, Leadership, Publicity, Classical, Public Relations, Non-profits, Art, Chamber Music, Theatre, Volunteer Management, Philanthropy, Grants, Arts Administration
Education
Aspen Music Festival
Voice and Opera
Chautauqua Institution
Piano Studies
Oberlin College
Piano, Vocal Performance
The Juilliard School
Opera Studies
Colorado Springs Conservatory January 1994 - Present
Citicorp Investment Bank September 1988 - May 1990
Skills
Music, Opera, Youth Leadership, Educational Leadership, Music Education, Fundraising, Community Outreach, Business Networking, Live Events, Program Management, Musical Theatre, Nonprofits, Performing Arts, Event Management, Orchestral Music, Event Planning, Piano, Singing, Public Speaking, Leadership, Publicity, Classical, Public Relations, Non-profits, Art, Chamber Music, Theatre, Volunteer Management, Philanthropy, Grants, Arts Administration
Education
Aspen Music Festival
Voice and Opera
Chautauqua Institution
Piano Studies
Oberlin College
Piano, Vocal Performance
The Juilliard School
Opera Studies
Deb Mollitor Deb Mollitor's Citicorp Investment Bank Experience 1986 - 1997
Job Marketing Consultant / Experienced in online & traditional direct mail / targeting & segmentation
Industry Marketing and Advertising
Experience
Sirius XM Radio Inc. May 2012 - Present
Various Companies September 2010 - Present
New Vitality June 2010 - March 2011
Citi August 2007 - February 2010
Citi August 2004 - July 2007
Citi June 1999 - July 2004
Citicorp Investment Bank 1986 - 1997
Skills
Event planning, Acquisition Marketing, Affiliate Marketing, Digital Marketing, Event Planning, Loyalty Marketing, Program Management, Working with Sales Team, Marketing Strategy, Analytics, P&L Management, Segmentation, Cross-functional Team..., Customer Acquisition, Customer Experience, Credit Cards, Product Marketing, Strategy, Online Advertising, Operational Excellence, Business Development, Marketing Analytics, Business Strategy, Direct Marketing, New Business Development, Market Planning, Benchmarking, Marketing, Competitive Analysis, Email Marketing, Customer Retention, Strategic Partnerships, Financial Services, Relationship Management, Multi-channel Marketing, Integrated Marketing, CRM, Direct Mail, Social Media, Strategic Planning, Product Development, Product Launch, Social Media Marketing, Project Management, E-commerce, Marketing Management, Product Management, Telemarketing, Loyalty Programs, Lead Generation
Education
Adelphi University
Baruch College
BBA, Finance
Sirius XM Radio Inc. May 2012 - Present
Various Companies September 2010 - Present
New Vitality June 2010 - March 2011
Citi August 2007 - February 2010
Citi August 2004 - July 2007
Citi June 1999 - July 2004
Citicorp Investment Bank 1986 - 1997
Skills
Event planning, Acquisition Marketing, Affiliate Marketing, Digital Marketing, Event Planning, Loyalty Marketing, Program Management, Working with Sales Team, Marketing Strategy, Analytics, P&L Management, Segmentation, Cross-functional Team..., Customer Acquisition, Customer Experience, Credit Cards, Product Marketing, Strategy, Online Advertising, Operational Excellence, Business Development, Marketing Analytics, Business Strategy, Direct Marketing, New Business Development, Market Planning, Benchmarking, Marketing, Competitive Analysis, Email Marketing, Customer Retention, Strategic Partnerships, Financial Services, Relationship Management, Multi-channel Marketing, Integrated Marketing, CRM, Direct Mail, Social Media, Strategic Planning, Product Development, Product Launch, Social Media Marketing, Project Management, E-commerce, Marketing Management, Product Management, Telemarketing, Loyalty Programs, Lead Generation
Education
Adelphi University
Baruch College
BBA, Finance
Amy (Ross Barber) Goldberg's Citicorp Investment Bank Experience 1987 - 1988
Job Assistant Treasurer at Pitney Bowes
Industry Business Supplies and Equipment
Experience
Pitney Bowes October 2014 - Present
Pitney Bowes November 2011 - October 2014
NIRI CT/W July 2011 - July 2012
Pitney Bowes July 1999 - November 2011
NIRI CT/W July 2009 - July 2011
NIRI CT/W July 2008 - July 2009
IBM 1998 - 1998
Citicorp Investment Bank 1987 - 1988
Federal Reserve Bank of NY 1982 - 1986
Richco Capital 1982 - 1983
Skills
Financial Analysis, Financial Modeling, Strategic Analysis, Investor Relations, Corporate Communications, Strategic Communications, Call Center, Asset Management, Investments, Analysis, Media Relations, Asset Managment, Operations Management, Corporate Finance, Social Media, Strategic Planning, Public Speaking, Internal Communications, Program Management, Marketing, Strategic Partnerships, Management, Call Centers, Financial Reporting, Strategy, Business Development, Budgets, Finance, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Public Relations, Forecasting, Executive Management
Education
The University of Connecticut 2007 — 2007
Investor Relations Certificate, Investor Relations
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University of Pennsylvania 1978 — 1982
BA, Economics, minors in psychology and math
The London School of Economics and Political Science (LSE) 1980 — 1981
Economics
Pitney Bowes October 2014 - Present
Pitney Bowes November 2011 - October 2014
NIRI CT/W July 2011 - July 2012
Pitney Bowes July 1999 - November 2011
NIRI CT/W July 2009 - July 2011
NIRI CT/W July 2008 - July 2009
IBM 1998 - 1998
Citicorp Investment Bank 1987 - 1988
Federal Reserve Bank of NY 1982 - 1986
Richco Capital 1982 - 1983
Skills
Financial Analysis, Financial Modeling, Strategic Analysis, Investor Relations, Corporate Communications, Strategic Communications, Call Center, Asset Management, Investments, Analysis, Media Relations, Asset Managment, Operations Management, Corporate Finance, Social Media, Strategic Planning, Public Speaking, Internal Communications, Program Management, Marketing, Strategic Partnerships, Management, Call Centers, Financial Reporting, Strategy, Business Development, Budgets, Finance, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Public Relations, Forecasting, Executive Management
Education
The University of Connecticut 2007 — 2007
Investor Relations Certificate, Investor Relations
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University of Pennsylvania 1978 — 1982
BA, Economics, minors in psychology and math
The London School of Economics and Political Science (LSE) 1980 — 1981
Economics
Susan Laine Susan Laine's Citicorp Investment Bank Experience August 1985 - June 1993
Job CEO at Structured Financial Partners
Industry Management Consulting
Experience
Structured Financial Partners January 2003 - Present
AIG Trading Group July 1993 - June 2001
Citicorp Investment Bank August 1985 - June 1993
Skills
Financial Reporting, Coaching, Leadership Development, Strategic Planning, Business Strategy, Estate Planning, Strategic Financial..., Strategic Consulting, Exit Strategies, Structured Settlements, Foreign Exchange..., Exit Planning, Financial Markets, Pensions, Mergers & Acquisitions, Restructuring, Corporate Finance, Business Planning, Risk Management, Strategy, Financial Analysis, Banking, Start-ups, Financial Risk, Management, Insurance, Analysis, Due Diligence, Private Equity, Financial Advisory, Financial Services, Investments, Tax, Executive Management, Accounting, Venture Capital, Portfolio Management, Valuation, Business Valuation, Management Consulting, Corporate Development, Financial Modeling
Education
Pomona College
BA, Classics
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Structured Financial Partners January 2003 - Present
AIG Trading Group July 1993 - June 2001
Citicorp Investment Bank August 1985 - June 1993
Skills
Financial Reporting, Coaching, Leadership Development, Strategic Planning, Business Strategy, Estate Planning, Strategic Financial..., Strategic Consulting, Exit Strategies, Structured Settlements, Foreign Exchange..., Exit Planning, Financial Markets, Pensions, Mergers & Acquisitions, Restructuring, Corporate Finance, Business Planning, Risk Management, Strategy, Financial Analysis, Banking, Start-ups, Financial Risk, Management, Insurance, Analysis, Due Diligence, Private Equity, Financial Advisory, Financial Services, Investments, Tax, Executive Management, Accounting, Venture Capital, Portfolio Management, Valuation, Business Valuation, Management Consulting, Corporate Development, Financial Modeling
Education
Pomona College
BA, Classics
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Bill Hoppe's Citicorp Investment Bank Experience July 1985 - September 1988
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
BNY Mellon January 2014 - Present
Arrowhd Financial Consultants/Houston Wealth Strategies July 2011 - January 2014
St. Thomas High School Foundation Board May 2004 - August 2011
Invesco Aim September 1988 - March 2011
Invesco 1988 - March 2011
Citicorp Investment Bank July 1985 - September 1988
Skills
Investments, Wealth Management, Sales Management, Cash Management, International Treasury..., Investment Professional, FINRA Series 24..., International Sales &..., Securities, Treasury, Mutual Funds, Investment Management, Banking, International, Portfolio Management, Fixed Income, Funding, Trading, Alternative Investments, Treasury Management, Asset Managment, Capital Markets, Equities, Money Market, Liquidity Management, Investment Strategies, Series 7
Education
Sam Houston State University 1975 — 1979
BBA, Management/ Economics/ Finance
Neil Cu's Citicorp Investment Bank Experience 1983 - 1984
Job Entrepreneur at Stealth Mode
Industry Fine Art
Experience
C3 Investments 1999 - 2010
Citicorp Investment Bank 1983 - 1984
Citibank NY 1979 - 1984
Skills
Capital Markets, Management Consulting, Equities, Derivatives, Business Strategy, Investment Banking, Fixed Income, Investments, FX Options, Venture Capital, Entrepreneurship, Asset Management, Mergers, Private Equity, Trading
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1972 — 1973
MBA, Finance
Indiana University Bloomington 1970 — 1972
Bachelor of Science (BSc), Industrial Management
Ateneo de Manila University 1964 — 1970
Economics
C3 Investments 1999 - 2010
Citicorp Investment Bank 1983 - 1984
Citibank NY 1979 - 1984
Skills
Capital Markets, Management Consulting, Equities, Derivatives, Business Strategy, Investment Banking, Fixed Income, Investments, FX Options, Venture Capital, Entrepreneurship, Asset Management, Mergers, Private Equity, Trading
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1972 — 1973
MBA, Finance
Indiana University Bloomington 1970 — 1972
Bachelor of Science (BSc), Industrial Management
Ateneo de Manila University 1964 — 1970
Economics
Rick J. Turturro's Citicorp Investment Bank Experience July 1987 - December 1991
Job Director Finance and Analysis, Associate Broker
Industry Real Estate
Experience
Coldwell Banker April 2012 - Present
Financial Services April 2004 - April 2012
EIM Management (USA) Inc. November 2002 - January 2004
Equistar Consolidated Holdings 1998 - 2001
Moore Capital Management December 1991 - May 1997
Citicorp Investment Bank July 1987 - December 1991
Chemical Bank February 1982 - July 1987
Skills
Private Equity, Analysis, Portfolio Management, Alternative Investments, Finance, Derivatives, Fixed Income, Leadership, Credit, Risk Management, Equities, Bloomberg, Program Management, Hedge Funds, Securities, Corporate Finance, Public Speaking, Asset Management, Management, Investments, Strategic Planning, Customer Service, Sales, Real Estate
Education
New York University 1997 — 1998
CFP, Certified Financial Planner
New York University 1984 — 1988
Master of Business Administration (M.B.A.), Corporate Finance
State University of New York at Stony Brook 1977 — 1982
Bachelor of Arts (B.A.), Hispanic Language and Literature/Political Science - International Relations
Miller Place High School 1973 — 1977
HS Diploma, Regents High School Diploma
Coldwell Banker April 2012 - Present
Financial Services April 2004 - April 2012
EIM Management (USA) Inc. November 2002 - January 2004
Equistar Consolidated Holdings 1998 - 2001
Moore Capital Management December 1991 - May 1997
Citicorp Investment Bank July 1987 - December 1991
Chemical Bank February 1982 - July 1987
Skills
Private Equity, Analysis, Portfolio Management, Alternative Investments, Finance, Derivatives, Fixed Income, Leadership, Credit, Risk Management, Equities, Bloomberg, Program Management, Hedge Funds, Securities, Corporate Finance, Public Speaking, Asset Management, Management, Investments, Strategic Planning, Customer Service, Sales, Real Estate
Education
New York University 1997 — 1998
CFP, Certified Financial Planner
New York University 1984 — 1988
Master of Business Administration (M.B.A.), Corporate Finance
State University of New York at Stony Brook 1977 — 1982
Bachelor of Arts (B.A.), Hispanic Language and Literature/Political Science - International Relations
Miller Place High School 1973 — 1977
HS Diploma, Regents High School Diploma
Mark Opila's Citicorp Investment Bank Experience 1983 - 1988
Job Senior Vice President at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management October 2006 - Present
Barclays Capital 2003 - 2006
Dresdner Kleinwort 2001 - 2003
JP Morgan Chase 1988 - 2001
Citicorp Investment Bank 1983 - 1988
Skills
Fixed Income, Derivatives, MBS, Portfolio Management, ABS, CDS, Credit, Swaps, CMBS, Investment Management, Equities, Capital Markets, Asset Management, Finance, Series 7, Structured Finance, Alternative Investments, Series 63, Asset Managment, High Yield
Education
New York University 1980 — 1981
MA, International Economics
Fairfield University 1973 — 1977
BA, Economics
Advisors Capital Management October 2006 - Present
Barclays Capital 2003 - 2006
Dresdner Kleinwort 2001 - 2003
JP Morgan Chase 1988 - 2001
Citicorp Investment Bank 1983 - 1988
Skills
Fixed Income, Derivatives, MBS, Portfolio Management, ABS, CDS, Credit, Swaps, CMBS, Investment Management, Equities, Capital Markets, Asset Management, Finance, Series 7, Structured Finance, Alternative Investments, Series 63, Asset Managment, High Yield
Education
New York University 1980 — 1981
MA, International Economics
Fairfield University 1973 — 1977
BA, Economics
James Tabacchi's Citicorp Investment Bank Experience 1991 - 1992
Job President and CEO at South Street Securities LLC
Industry Banking
Experience
South Street Securities LLC 1998 - Present
Citicorp Securities, Inc. 1992 - 1998
Citicorp Investment Bank 1991 - 1992
Citibank, N.A. 1990 - 1991
Citicorp Investment Bank 1989 - 1990
Citicorp Mortgage, Inc. 1987 - 1989
Citibank, N.A. 1985 - 1987
Citibank, N.A. 1983 - 1985
Citibank, N.A. 1982 - 1983
Citibank, N.A. 1980 - 1982
Skills
Banking, Investment Banking, Hedge Funds, Derivatives, Capital Markets, Risk Management, Equities, Investments
Education
John G. Hagen Graduate School 1977 — 1981
Master of Business Administration (M.B.A.)
Iona College 1974 — 1977
South Street Securities LLC 1998 - Present
Citicorp Securities, Inc. 1992 - 1998
Citicorp Investment Bank 1991 - 1992
Citibank, N.A. 1990 - 1991
Citicorp Investment Bank 1989 - 1990
Citicorp Mortgage, Inc. 1987 - 1989
Citibank, N.A. 1985 - 1987
Citibank, N.A. 1983 - 1985
Citibank, N.A. 1982 - 1983
Citibank, N.A. 1980 - 1982
Skills
Banking, Investment Banking, Hedge Funds, Derivatives, Capital Markets, Risk Management, Equities, Investments
Education
John G. Hagen Graduate School 1977 — 1981
Master of Business Administration (M.B.A.)
Iona College 1974 — 1977
Rufus Winton's Citicorp Investment Bank Experience May 1984 - June 1988
Job Sawmill Private Management
Industry Investment Management
Experience
Sawmill Trust January 2007 - Present
Winton Partners 2002 - 2007
Lynch & Mayer 1993 - 2001
Northwest Airlines 1991 - 1993
Citicorp Investment Bank May 1984 - June 1988
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
Connecticut College 1978 — 1982
BA, Economics
Sawmill Trust January 2007 - Present
Winton Partners 2002 - 2007
Lynch & Mayer 1993 - 2001
Northwest Airlines 1991 - 1993
Citicorp Investment Bank May 1984 - June 1988
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
Connecticut College 1978 — 1982
BA, Economics
Roy Frey's Citicorp Investment Bank Experience September 1985 - December 1988
Job President & Founder at Frey and Company, Inc.
Industry Financial Services
Experience
Frey and Company, Inc. October 1996 - Present
KPMG Consulting June 2000 - September 2000
Wells Fargo June 1997 - January 1998
Oracle November 1992 - September 1996
McKinsey & Company February 1990 - August 1991
Citicorp Investment Bank September 1985 - December 1988
Manufacturers Bank July 1983 - August 1985
Skills
Project Management, Management Consulting, Risk Management, Mergers, Strategy, Mergers & Acquisitions, Financial Reporting, Enterprise Software, Budgets
Education
IMD Business School 1989 — 1989
International MBA, International Business Administration
Claremont McKenna College 1981 — 1983
Economics
Frey and Company, Inc. October 1996 - Present
KPMG Consulting June 2000 - September 2000
Wells Fargo June 1997 - January 1998
Oracle November 1992 - September 1996
McKinsey & Company February 1990 - August 1991
Citicorp Investment Bank September 1985 - December 1988
Manufacturers Bank July 1983 - August 1985
Skills
Project Management, Management Consulting, Risk Management, Mergers, Strategy, Mergers & Acquisitions, Financial Reporting, Enterprise Software, Budgets
Education
IMD Business School 1989 — 1989
International MBA, International Business Administration
Claremont McKenna College 1981 — 1983
Economics
Ellen Duffy's Citicorp Investment Bank Experience June 1982 - September 1986
Job Senior Vice President for Debt Issuance and Finance at New York City Housing Development Corporation
Industry Capital Markets
Experience
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
Banc of America Securities August 2002 - June 2009
First Union Securities July 1999 - July 2000
CS First Boston September 1986 - February 1995
Citicorp Investment Bank June 1982 - September 1986
Education
Providence College 1978 — 1982
Bachelor of Arts, Economics
Anita Kinsella's Citicorp Investment Bank Experience 1985 - 1989
Job Care Manager at FusionHealth
Industry Medical Practice
Experience
FusionHealth October 2012 - Present
Gwinnett County Public Schools 2007 - 2012
Pleasant Hill Preschool 1999 - 2009
Lehman Brothers 1989 - 1994
Citicorp Investment Bank 1985 - 1989
Education
Mercer University 2009 — 2011
Master of Arts in Teaching (MAT), Early Childhood Education
St. Peter's College 1978 — 1982
Bachelor of Science (BS), Psychology
FusionHealth October 2012 - Present
Gwinnett County Public Schools 2007 - 2012
Pleasant Hill Preschool 1999 - 2009
Lehman Brothers 1989 - 1994
Citicorp Investment Bank 1985 - 1989
Education
Mercer University 2009 — 2011
Master of Arts in Teaching (MAT), Early Childhood Education
St. Peter's College 1978 — 1982
Bachelor of Science (BS), Psychology
Stephen Thatcher's Citicorp Investment Bank Experience 1987 - 1989
Job Senior Capital Markets Attorney with Expertise in Derivatives, Contract Negotiation and Municipal & Structured Finance
Industry Banking
Experience
Pride Technologies / Thomson Reuters June 2015 - Present
UBS AG 2001 - 2015
Citibank, N.A. 1996 - 2001
NatWest Bank March 1994 - December 1995
Citicorp Securities, Inc. 1989 - 1994
Citicorp Investment Bank 1987 - 1989
Citibank, N.A. 1982 - 1987
Mudge Rose Guthrie Alexander & Ferdon 1975 - 1982
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, FINRA, AML, ISDA, Dodd-Frank, Securities Regulation, Municipal Derivatives, Municipal Bonds, Structured Products, Structured Finance, Corporate Finance, Corporate Governance, Due Diligence, OTC Derivative..., Foreign Exchange, Regulatory Advice and..., Risk Management, Project Finance, Bespoke Transactions..., Special Projects, SEC Regulation AB, Negotiator /..., Team Management, Training & Development, Team Mentoring, Banking, Financial Services, Trading, Financial Risk
Education
Columbia University School of Law 1972 — 1975
J.D.
Claremont McKenna College 1969 — 1972
B.A., American Studies, Mathematics
Pride Technologies / Thomson Reuters June 2015 - Present
UBS AG 2001 - 2015
Citibank, N.A. 1996 - 2001
NatWest Bank March 1994 - December 1995
Citicorp Securities, Inc. 1989 - 1994
Citicorp Investment Bank 1987 - 1989
Citibank, N.A. 1982 - 1987
Mudge Rose Guthrie Alexander & Ferdon 1975 - 1982
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, FINRA, AML, ISDA, Dodd-Frank, Securities Regulation, Municipal Derivatives, Municipal Bonds, Structured Products, Structured Finance, Corporate Finance, Corporate Governance, Due Diligence, OTC Derivative..., Foreign Exchange, Regulatory Advice and..., Risk Management, Project Finance, Bespoke Transactions..., Special Projects, SEC Regulation AB, Negotiator /..., Team Management, Training & Development, Team Mentoring, Banking, Financial Services, Trading, Financial Risk
Education
Columbia University School of Law 1972 — 1975
J.D.
Claremont McKenna College 1969 — 1972
B.A., American Studies, Mathematics
Karamjeet Paul's Citicorp Investment Bank Experience November 1984 - April 1986
Job Managing Principal at Strategic Exposure Group
Industry Information Services
Experience
Strategic Exposure Group 2006 - Present
Forlande Partners, LLC 2001 - Present
Big Brothers Big Sisters of NYC 1979 - 2001
Rx Remedy, Inc. 1992 - 2000
Health Image Media, Inc. October 1990 - January 1992
Citicorp Information Management Services, Inc. February 1987 - September 1990
Citicorp Point of Sales Information Services, Inc. February 1987 - August 1988
Citicorp Information Business May 1986 - January 1987
Citicorp Investment Bank November 1984 - April 1986
Citicorp Travel & Entertainment Services Division February 1982 - November 1984
Skills
Financial Markets, Financial Institutions, Risk Management, Risk, Management Consulting, Financial Risk, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1971 — 1973
MBA, Finance
Indian Institute of Technology, Bombay 1966 — 1971
B.Tech., Civil Engineering
Strategic Exposure Group 2006 - Present
Forlande Partners, LLC 2001 - Present
Big Brothers Big Sisters of NYC 1979 - 2001
Rx Remedy, Inc. 1992 - 2000
Health Image Media, Inc. October 1990 - January 1992
Citicorp Information Management Services, Inc. February 1987 - September 1990
Citicorp Point of Sales Information Services, Inc. February 1987 - August 1988
Citicorp Information Business May 1986 - January 1987
Citicorp Investment Bank November 1984 - April 1986
Citicorp Travel & Entertainment Services Division February 1982 - November 1984
Skills
Financial Markets, Financial Institutions, Risk Management, Risk, Management Consulting, Financial Risk, Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1971 — 1973
MBA, Finance
Indian Institute of Technology, Bombay 1966 — 1971
B.Tech., Civil Engineering
Phillip Schemel's Citicorp Investment Bank Experience January 1988 - January 1991
Job Schemco, LLC
Industry Banking
Experience
Schemco, LLC September 2009 - Present
Societe Generale 1991 - 2009
Citicorp Investment Bank January 1988 - January 1991
Dean Witter Reynolds January 1982 - January 1987
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Investment Banking, Credit Derivatives, Trading, Interest Rate..., Hedge Funds, Structured Finance, Equities, Options, Asset Managment, Risk Management, Financial Markets, Bonds, Financial Modeling, FX Options, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Alternative Investments, Hedging, Mutual Funds, Asset Management, Currency, Financial Services, Investment Management, Equity Derivatives, Rates, Financial Structuring
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1978 — 1982
BA, Economics and Political Science
Schemco, LLC September 2009 - Present
Societe Generale 1991 - 2009
Citicorp Investment Bank January 1988 - January 1991
Dean Witter Reynolds January 1982 - January 1987
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Investment Banking, Credit Derivatives, Trading, Interest Rate..., Hedge Funds, Structured Finance, Equities, Options, Asset Managment, Risk Management, Financial Markets, Bonds, Financial Modeling, FX Options, Portfolio Management, Valuation, Bloomberg, Corporate Finance, Alternative Investments, Hedging, Mutual Funds, Asset Management, Currency, Financial Services, Investment Management, Equity Derivatives, Rates, Financial Structuring
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1978 — 1982
BA, Economics and Political Science
Lila Brumback's Citicorp Investment Bank Experience February 1986 - July 1987
Job Broker at Exit Realty Assoc.
Industry Real Estate
Experience
Exit Realty Assoc February 2010 - Present
Exit Realty Assoc. February 2010 - Present
Exit Realty Assoc 2010 - 2011
Exit Realty Assoc 2010 - 2011
John L. Scott Real Estate September 2006 - February 2010
Citicorp Investment Bank February 1986 - July 1987
Education
Claremont Graduate University 1997 — 2002
MSc., Public Policy and World Politics
American University - Kogod School of Business 1975 — 1977
MBA, Finance
Exit Realty Assoc February 2010 - Present
Exit Realty Assoc. February 2010 - Present
Exit Realty Assoc 2010 - 2011
Exit Realty Assoc 2010 - 2011
John L. Scott Real Estate September 2006 - February 2010
Citicorp Investment Bank February 1986 - July 1987
Education
Claremont Graduate University 1997 — 2002
MSc., Public Policy and World Politics
American University - Kogod School of Business 1975 — 1977
MBA, Finance
Sherri Daniels's Citicorp Investment Bank Experience August 1983 - November 1987
Job
Industry Financial Services
Experience
Citibank NA November 1983 - Present
Citi f/i Director-Brokerage Operations January 1998 - January 2000
Investment Products Division January 1997 - January 1998
Citibank NA January 1996 - January 1997
CitiGold Bank January 1989 - January 1996
CitiGold Systems Liaison January 1987 - January 1989
CITICORP INVESTMENT BANK August 1983 - November 1987
Citibank NA January 1983 - January 1986
Sony Corporation of America August 1982 - November 1983
AT&T June 1981 - August 1981
Education
Queens College 1975 — 1980
BA, Computer Science
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
Masters degree, Business Administration; general management
QUEENS COLLEGE
Bachelor of Arts, Computer Science
Citibank NA November 1983 - Present
Citi f/i Director-Brokerage Operations January 1998 - January 2000
Investment Products Division January 1997 - January 1998
Citibank NA January 1996 - January 1997
CitiGold Bank January 1989 - January 1996
CitiGold Systems Liaison January 1987 - January 1989
CITICORP INVESTMENT BANK August 1983 - November 1987
Citibank NA January 1983 - January 1986
Sony Corporation of America August 1982 - November 1983
AT&T June 1981 - August 1981
Education
Queens College 1975 — 1980
BA, Computer Science
HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
Masters degree, Business Administration; general management
QUEENS COLLEGE
Bachelor of Arts, Computer Science
Diane Dziedzic's Citicorp Investment Bank Experience 1987 - 1988
Job
Industry Financial Services
Experience
Consultant to Brand Ambassador - Erno Laszlo 2010 - August 2015
Philip Morris Capital Corporation 1994 - 1995
Philip Morris Capital Corporation 1991 - 1994
Philip Morris USA 1988 - 1991
Citicorp Investment Bank 1987 - 1988
IPG 1984 - 1987
Education
University of Notre Dame
MBA, Finance
Boston University
BS/BA, Finance and Marketing
Consultant to Brand Ambassador - Erno Laszlo 2010 - August 2015
Philip Morris Capital Corporation 1994 - 1995
Philip Morris Capital Corporation 1991 - 1994
Philip Morris USA 1988 - 1991
Citicorp Investment Bank 1987 - 1988
IPG 1984 - 1987
Education
University of Notre Dame
MBA, Finance
Boston University
BS/BA, Finance and Marketing
Diana Mejias's Citicorp Investment Bank Experience 1981 - 1991
Job Teacher at DoDEA
Industry Education Management
Experience
DoDEA 1993 - Present
Citicorp Investment Bank 1981 - 1991
Skills
Classroom Management, Lesson Planning, Classroom, Differentiated..., Curriculum Development, Educational Technology, Curriculum Design, Elementary Education, K-12, Educational Leadership, Literacy, Tutoring, Teacher Training, Special Education, Instructional Technology, Staff Development
Education
Centro de Estudios Avanzados de Puerto Rico y El Caribe 2012 — 2016
York College CUNY 1967 — 1971
Bachelor of Arts (B.A.), French
DoDEA 1993 - Present
Citicorp Investment Bank 1981 - 1991
Skills
Classroom Management, Lesson Planning, Classroom, Differentiated..., Curriculum Development, Educational Technology, Curriculum Design, Elementary Education, K-12, Educational Leadership, Literacy, Tutoring, Teacher Training, Special Education, Instructional Technology, Staff Development
Education
Centro de Estudios Avanzados de Puerto Rico y El Caribe 2012 — 2016
York College CUNY 1967 — 1971
Bachelor of Arts (B.A.), French
Deborah Flock's Citicorp Investment Bank Experience February 1983 - November 1987
Job
Industry
Experience
Coopers & Lybrand Consulting June 1990 - August 1991
Citicorp Investment Bank February 1983 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance; Public & Not For Profit Management
Coopers & Lybrand Consulting June 1990 - August 1991
Citicorp Investment Bank February 1983 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance; Public & Not For Profit Management
Deepka Gidumal's Citicorp Investment Bank Experience 1988 - 1990
Job Independent Investor at Independent Investor
Industry Investment Management
Experience
Independent Investor 2003 - Present
Citicorp Investment Bank 1988 - 1990
Kidder Peabody 1987 - 1988
Education
Imperial College London 1984 — 1987
BSc, Mathematics
Independent Investor 2003 - Present
Citicorp Investment Bank 1988 - 1990
Kidder Peabody 1987 - 1988
Education
Imperial College London 1984 — 1987
BSc, Mathematics
Peter W. Bruton's Citicorp Investment Bank Experience 1984 - 1987
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2004 - Present
Ziegler Financial Services 2000 - 2004
George K. Baum & Co. 1996 - 2000
Prudential Securities 1987 - 1996
Citicorp Investment Bank 1984 - 1987
Lehman Brothers Kuhn Loeb/Shearson Lehman/American Express 1983 - 1985
Skills
Capital Markets, Healthcare, Fixed Income, Investment Banking, Equities, Investments, Bonds, Securities, Series 7, Management, Hedge Funds, Portfolio Management, Due Diligence, Derivatives, Valuation
Education
Trinity University
BA, History/Political Science
Tulane University
Master of Arts (M.A.), American History
University of Maryland College Park
PhD, History (History of Medicine)
RBC Capital Markets 2004 - Present
Ziegler Financial Services 2000 - 2004
George K. Baum & Co. 1996 - 2000
Prudential Securities 1987 - 1996
Citicorp Investment Bank 1984 - 1987
Lehman Brothers Kuhn Loeb/Shearson Lehman/American Express 1983 - 1985
Skills
Capital Markets, Healthcare, Fixed Income, Investment Banking, Equities, Investments, Bonds, Securities, Series 7, Management, Hedge Funds, Portfolio Management, Due Diligence, Derivatives, Valuation
Education
Trinity University
BA, History/Political Science
Tulane University
Master of Arts (M.A.), American History
University of Maryland College Park
PhD, History (History of Medicine)
Mark Iredale's Citicorp Investment Bank Experience 1986 - 1986
Job Senior Consultant at Wipro
Industry Computer Software
Experience
Odyssey Financial Technologies (purchased by Temenos Inc in 2011) 2010 - 2014
Odyssey Financial Technologies 2007 - 2009
Odyssey Financial Technologies 2005 - 2006
Odyssey Financial Technologies 1998 - 2004
Unicible 1993 - 1997
BCGE 1989 - 1992
New Japan Securities 1987 - 1988
Citicorp Investment Bank 1986 - 1986
Barclays 1983 - 1985
Skills
Solution Architecture, Product Management, Investment Management..., Software Implementation, Software Evaluations, Performance Measurement, Performance Attribution, Order Management, Large Systems..., Market Risk, CRM, Trade Compliance, Business Systems..., UML, Software Selection
Education
University of Kent
Bachelor of Science (BSc)
Odyssey Financial Technologies (purchased by Temenos Inc in 2011) 2010 - 2014
Odyssey Financial Technologies 2007 - 2009
Odyssey Financial Technologies 2005 - 2006
Odyssey Financial Technologies 1998 - 2004
Unicible 1993 - 1997
BCGE 1989 - 1992
New Japan Securities 1987 - 1988
Citicorp Investment Bank 1986 - 1986
Barclays 1983 - 1985
Skills
Solution Architecture, Product Management, Investment Management..., Software Implementation, Software Evaluations, Performance Measurement, Performance Attribution, Order Management, Large Systems..., Market Risk, CRM, Trade Compliance, Business Systems..., UML, Software Selection
Education
University of Kent
Bachelor of Science (BSc)